Manage Expense Reports

Getting Started

• Cleemy Administrator Tasks
• The Life Cycle of Expenses
• Logging in to the Cleemy Mobile App
• The Cleemy Mobile App

Submit & Manage Expense Reports

• Creating an Expense
• Creating an Expense in the Mobile App
• Automatic Recognition of Receipts
• Deleting an Expense
• Submitting an Expense Report
• Following an Expense Report Situation

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Approve Expense Reports

• Expense report approval
• Controlling Expense Reports
• Setting up a second expenses approver
• Configuring Your Approval Steps
• Appointing a department head

Manage Expense Policy

• Managing Leave Controls
• Overriding Blocking Spending Limits
• Setting up Multi-Nature Controls
• Defining the controls of an expense type
• Setting up Custom Expense Policies

Manage Expense Nature

• Configuring VAT recovery
• Creating an Expense Nature
• Mileage Expenses
• “Restaurant and Guest” Expenses

Expense Payment

• Adding Employee's Banking Information
• The implicit payment at the time of the accounting export
• Expense report payment with Cleemy
• Configuring the payment module
• Using the Payment Module

Create Reports of Expenses

• Retrieving Expense Receipts
• Making a report about your internal attendees
• Creating expense report statements
• General statements module

Export Expenses to Accounting

• Cleemy Exports – Common Mistakes
• Automating Cleemy Exports
• Configuring a Chart of Accounts
• Cleemy Accounting Export Module

Anytime

• Anytime - Understanding the Reimbursement of my Expenses
• How to Use the Anytime Bank Cards Management Interface?
• Notifications Sent to Anytime Card Holders
• Associating a Cleemy User to an Anytime Card
• Deploying Anytime From A To Z
• Connecting your Anytime Account to Cleemy

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Advanced Features

• Collecting receipts - Providers
• Automated Receipt Collection
• Automatic Reconciliation of Receipts
• Activating the Corporate Card Option when Submitting an Expense
• Managing Cross-Invitations
• Dematerialisation service with probative value of receipts

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Q&A Expense Reports

• Accounting entries managed by Cleemy
• Cleemy Mobile App Troubleshooting
• Cleemy Email Notifications